Personalized Wealth Planning with Cultural Insight and Global Perspective
We recognize that wealth planning is not one-size-fits-all. For individuals and families of Asian descent, financial decisions are often shaped by deep-rooted cultural values, multigenerational responsibilities, international considerations, and privacy concerns.
At Bordeaux Wealth Advisors, we specialize in delivering culturally attuned, comprehensive wealth advisory services for Asian and Asian American clients. Whether you’re a first-generation entrepreneur, a second-generation professional navigating dual cultural expectation, or a family steward managing assets across borders, our team brings the sensitivity and expertise to guide your financial life with clarity and confidence.
Cultural Nuances We Understand
- Importance of filial piety and caring for aging parents
- Privacy and discretion in financial matters
- Hesitancy toward discussing estate planning openly
- Pressure to provide educational opportunities for children domestically and abroad
- Comfort with real estate over equities
- Preference for family-held businesses and investing within the community
Our advisors not only speak the financial language but also understand the unspoken rules that shape decisions in Asian households.
How We Help
Our Asian Wealth Advisory Practice offers customized planning and investment strategies for clients navigating the intersection of culture, wealth, and legacy. We help address:
- Tax mitigation strategies via portfolio construction
- Cash flow management
- Family governance and multigenerational wealth transfer – read example case study
- Philanthropy aligned with family values – read example case study
- Asset protection strategies
- Financial literacy education for the next generation
- College financing and education planning for childrenWe collaborate closely with bilingual attorneys, CPAs, and estate experts to ensure your plans are seamless across borders and generations.
The Team Behind You
Whether you’re building a financial foundation or planning your legacy, we’re here to guide you with insight, empathy, and global experience. Let us help you preserve what matters: your wealth, your values, and your family’s future.
Our team can converse in languages including Mandarin, Cantonese, Shanghainese, Taiwanese, and Korean.
Contact our Asian Wealth Advisory team directly.
For an overview of Bordeaux Wealth Advisors in Simplified Chinese, please click here.
